Natasha Nagwekar is a financial advisor at Charles Schwab with three years of industry experience. She holds Series 63 and Series 66 designations and previously worked at TD Ameritrade. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary and discretionary investment management, financial planning, and custody services.

Brandon Dwyer is a financial advisor with Charles Schwab holding Series 66 and Series 63 credentials and has two years of industry experience. Prior to joining Schwab, he worked at United Parcel Service, First State Bank, and other firms. Outside of his advisory role, he is the operations manager for Red Lion Enterprises, LLC, where he oversees property maintenance, animal care, livestock sales, and financial recordkeeping. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment platform.

Michael Phelps is a financial advisor at Edward Jones in Colleyville, TX, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Howard Richardson III is a financial advisor with Ameriprise in Fort Worth, TX, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliates since 2001. Outside of his advisory role, he manages a private business, Prich 3 LLC, where he oversees corporate governance and executive decisions. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations delivered through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Michael Vallee is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Gregory Childress is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 32 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab and Co., Inc. since 2020, following seven years at USAA Financial Planning Services and associated entities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Darius Allen serves as a Branch Leader at Fidelity Investments, a role he has held since 2024. In this capacity, he prioritizes building trusting relationships with clients and team members, emphasizing open communication and active listening to align financial strategies with clients' unique goals. His leadership approach is grounded in trust and integrity, fostering confidence in decision-making within his team. Prior to his current position, Darius held several roles within Fidelity Investments, including Team Leader for Workplace Planning and Advice from 2021 to 2024, Managing Director from 2018 to 2019, and Workplace Planning Consultant from 2016 to 2018. He also gained experience as a Relationship Manager at Newport Group between 2019 and 2020. This breadth of experience reflects his focus on workplace planning, client relationship management, and leadership in financial services. Outside his professional commitments, Darius has interests in art, cars, fitness, tennis, traveling, and volunteering.

Hayden Wooters is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, he has held various roles outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manage diverse investment funds.

Kevin Brennan is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Edward Jones in 2022, he worked at Nuveen Securities, LLC from 2014 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alexa Situ is a financial advisor at Fidelity with nine years of industry experience. She holds the Series 63 and Series 66 licenses and has worked at various Fidelity entities since 2016. Outside of finance, she has experience with Fuller Rhythm Studio. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Cynthia Scoggin is a financial advisor with Charles Schwab, holding a Series 66 designation and 15 years of industry experience. She worked at TD Ameritrade for 20 years before joining Charles Schwab in 2021. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a centralized operational structure supporting a large client base.

Merry Bagwell is a financial advisor with Raymond James & Associates in Southlake, TX, holding a Series 63 designation and 27 years of industry experience. She has been with Raymond James & Associates since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, and offers financial planning and non-discretionary investment consulting supported by a broad network of advisers and affiliated research.

Lauren Bristol is a financial advisor with Fidelity Investments, holding a Series 66 designation and beginning her career in the industry in 2025. Prior to joining Fidelity, her work experience includes roles at Doordash, Inc. and Rhino Medical Services. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. Its approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Danielle Martin is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, she held various roles in the entertainment and hospitality sectors. She is also the sole proprietor of Remidy Entertainment, where she produces music, writes lyrics, and organizes events. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm supports a range of investment structures and is noted for its use of systematic methodologies and oversight practices.

Nadya Moffatt is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, her work history includes roles in the food and beverage industry and retail. She has been involved with several businesses, including Dallas Food and Beverage LLC and Wing Daddy's Sauce House. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research with quantitative analysis and systematic portfolio construction to deliver model portfolios and advisory solutions.

John Weller is a CFP® with 30 years of experience in the financial services industry. He is currently with Cetera Wealth Services, LLC and is a member of Weller Capital, LLC, where he provides financial planning and tax planning services. His prior experience includes roles at Fidelity and Avantax firms. Cetera Investment Advisers LLC distributes services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning solutions through a multi-manager platform with over $256 billion in assets under management.

Timothy Roe is a financial advisor with Charles Schwab & Co., Inc. He holds Series 66 and Series 63 designations and has nine years of industry experience. Prior to joining Schwab in 2022, he worked at TD Ameritrade and Galderma Laboratories. Outside of his advisory role, he participates in online survey taking on a limited basis. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management with a focus on multi-asset model portfolios and a centralized operational structure.

Paul Alwine is a financial advisor at Edward Jones with 27 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Edward Jones in 2016, he worked at Natixis Global Asset Management for five years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices.

Brett Cook is a financial advisor at Fidelity with nine years of industry experience. He holds a Series 66 designation and has worked in various capacities within Fidelity since 2016. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS‑qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing diverse portfolios that include mutual funds, ETFs, and ETPs.

Juan Salazar is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes nine years at TD Ameritrade, Inc. before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach alongside a formal alternative-investment onboarding process.